Key Features 

• A task can be assigned to any individual within the organization. 
• A task can be linked to a request or can be created ad hocly within the application. 
• Due dates can be set so that the Assignee is reminded of an uncompleted task as it approaches the due date. 
• Email notifications are triggered once a task is assigned or completed or any other action is taken on it by the assignee or the assigner. 
• Different task types and task categories can be configured by request type and for ad-hoc tasks. 
  • For example, Engage requests can have a different set of task types and categories than a Conflict of Interest or Third-Party Due Diligence request. An ad-hoc task category can have a different set of task types from a mitigation task type and so on. 
• Task types can also be configured by task categories.

 For example, an ad-hoc task category can have different task types than a mitigation task category and so on.

Configurations/Things to Note

• A task can only be assigned to a single individual. 
• The fields within the task assignment view will remain the same regardless of the type or category of the task. 
• Once a task is completed, only Assigner or a task admin can reopen the task
• Any changes to existing task types or categories will impact all historical tasks.
  • If a new task type and/or category is added, any historical tasks that are updated will be updated to include the new task type and/or category.
  • If a task type and/or category is removed altogether, any historical tasks where a user updates the task type or category will need to be assigned a new task type and/or category. 
• Mitigation category can not be removed as it triggers the conditional approval feature on request. 
• EDD must still be a category type for tenants with Enhanced Due Diligence configured.

Helpful Links

• Complete Guide to Tasks